Intuit Inc.
INTUQ4 2022(INTU Q1 FY2023)Estimated2% AI
AI Revenue %
2%
AI Fair Value
$970.4M
AI Revenue (Q)
$60.8M
Total Revenue (Q)
$3.0B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Q1 FY2023 10-Q (three months ended October 31, 2022) shows no changes to AI disclosure. No AI revenue line item, no AI-specific commentary. Filing references same four segments. Revenue is $2,597M for the quarter. Intuit's traditional ML features (categorization, recommendations) remain bundled within subscription offerings. No GenAI features have launched yet (ChatGPT was released November 30, 2022, at end of this quarter). Maintaining 2% estimate for embedded ML features.
Analyzed by claude-opus-4-6
Quoted Figures
There have been no changes to our significant accounting policies during the first three months of fiscal 2023.
10-Q Q1 FY2023, Significant Accounting Policies
AI Products Identified (Ring 1)
QuickBooks auto-categorization (ML)TurboTax smart recommendations (ML)Credit Karma personalized offers (ML)
AI-Enabled Items (Ring 2 — Not Counted)
These items use AI but are not counted in the AI revenue estimate because they primarily serve non-AI functions.
QuickBooks Online subscriptionsTurboTax Online/LiveCredit Karma lead generationMailchimp marketing automation
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix